Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,331 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $19,091 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,775 | $65,435+520.1% | $86,677+368.1% | $66,914+506.4% |
| Participation rate | 90.5% | 75.5%+15.1pp | 76.6%+13.9pp | 69.8%+20.7pp |
| Annual return | 37.53% | -10.89%+48.4pp | 35.91%+1.6pp | 1.58%+36.0pp |
| Employer contribution / active EE | $9,707 | $2,153+350.8% | $2,836+242.2% | $2,544+281.5% |
| Participant deferral / active EE | $5,544 | $4,100+35.2% | $4,656+19.1% | $4,237+30.9% |
| Admin fee / account holder | $240 | $642-62.6% | $7,493-96.8% | $593-59.6% |